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Mortgage Specialist, Manulife Bank

Role overview

Qualifications

  • College or University degree in a related field
  • Minimum 2 years’ experience in the banking and mortgage brokerage industry
  • Strong understanding of mortgage underwriting
  • Fully bilingual (French/English)

Responsibilities

  • Selling Manulife Bank’s mortgage solutions directly to clients referred by financial advisors or mortgage brokers
  • Ensure seamless receipt and packaging of all required mortgage documents from clients
  • Successfully manage a sales pipeline and demonstrate a high closing rate
  • Build a portfolio of consumer clients by receiving referrals to enable direct selling of lending solutions

Key facts

Hard skills

Other skills

  • Sales
  • Negotiation
  • Active Listening
  • Persuasive Communication
  • Time Management
  • Problem Solving
  • Adaptability

About the company

Manulife logo

Manulife

  • Insurance
  • XLarge
  • 10,001+
Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 38,000 employees, over 115,000 agents serving ~33 million customers worldwide, and over $1.3 trillion in assets under management and administration. Visit www.Manulife.com to find out more. For Manulife terms of use, please visit http://bit.ly/SM_Terms

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Job description

As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that don’t just grow wealth, they amplify it. Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients. We’re looking for visionaries who understand where banking is headed; those who can blend the precision of complex financial products with the possibilities of cutting-edge technology. Join us, and be part of a team where banking drives extraordinary outcomes.


As a Mortgage Specialist for the Financial Advisor or Mortgage Broker Network, you will primarily sell Manulife Bank’s mortgage solutions directly to clients who have been referred by financial advisors or mortgage brokers. You will provide mortgage solutions and advice tailored to each client’s specific needs.


Position Responsibilities:

  • Selling of Manulife One, Manulife Bank Select and associated lending solutions such as credit cards and creditor insurance directly to clients with no pre-existing advisor relationship that come in through our various websites, Manulife employees or our Consumer Solutions team.
  • Ensure seamless receipt and packaging of all required mortgage documents from clients to ensure timely, efficient, accurate flow of business to the appropriate servicing unit for a lending decision.
  • Successfully manage a sales pipeline and demonstrate a high closing rate.
  • Actively follow-up on a steady flow of leads provided to you from the lead management team
  • Build a portfolio of consumer clients by receiving referrals to enable the direct selling of lending solutions to individuals without an existing advisor connection.
  • Identify and execute client direct sales strategies including educational webinars, trade shows, etc.
  • Updating our CRM (salesforce.com) with all client interactions and to help manage your sales pipeline.
  • Act as a conduit for feedback from clients by identifying ideas for improving existing products and services and new product opportunities.

Required Qualifications:

  • College or University degree in a related field
  • Minimum 2 years’ experience in the banking and mortgage brokerage industry
  • Strong understanding of mortgage underwriting
  • Experience conducting virtual meetings and presentations
  • Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Preferred Qualifications:

  • Strong sales and negotiation skills backed by active listening, persuasive communication, and a repeatable sales process.
  • Relationship builder with the ability to foster trust with clients and internal teams, while offering underwriting expertise.
  • Highly organized and results-driven, with excellent time management, prioritization, and problem-solving abilities.
  • Adaptable and proactive, thriving in fast-paced environments, embracing change, and taking initiative.
  • Growth-oriented mindset, coachable, receptive to feedback, and motivated by performance-based compensation.

When you join our team:

  • We’ll empower you to learn and grow the career you want. 
  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. 
  • As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Working Arrangement

Remote

Salary & Benefits

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

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